Pull new client submissions from Canopy Connect, create or update contacts in Ontraport, and send notifications in Slack
Pull new client submissions from Canopy Connect, create or update contacts in Ontraport, and send notifications in Slack
Process new client information from Canopy Connect, creating or updating contacts in Ontraport, and send notifications via Slack. This ensures accurate data management and keeps your team informed for faster client engagement.
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Overview
Process new client information from Canopy Connect, creating or updating contacts in Ontraport, and send notifications via Slack. This ensures accurate data management and keeps your team informed for faster client engagement.